Pathward Financial, Inc.

CASH

Exchange: Nasdaq
Industry: National Commercial Banks
SEC CIK: 0000907471

SEC filings (opens in a new tab)

No open-market purchases or sales by Pathward Financial, Inc. insiders were filed in the last 90 days; 288 institutions reported holding it in 13F filings for Q2 2026, worth $1.91B in total; Chou Associates is the only superinvestor holding it.

Q4 2023 vs. Q3 2023

How the institutions holding Pathward Financial, Inc. changed between Q3 2023 and Q4 2023.

All holders in Q4 2023 All holders in Q3 2023

13F holders of CASH: Q3 2023 compared with Q4 2023
Measure	Q3 2023	Of which not filed for Q4 2023	Q4 2023	Change
Holders	209	2	221	+14
Shares	23.3M	371.7K	23.2M	+203.4K (+0.9%)
Value	$1.11B	$17.1M	$1.25B	+$152.2M (+13.9%)

2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (31)

Institutions that held Pathward Financial, Inc. at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to CASH in Q4 2023
Institution	Shares	Value	% of portfolio
Grizzlyrock Capital, LLC	193,400	$10.2M	7.69%
Greenwich Investment Management, Inc.	129,622	$6.86M	5.15%
Cubist Systematic Strategies, LLC	50,033	$2.65M	0.03%
RMR Capital Management, LLC	38,617	$2.04M	2.35%
Summit Global Investments	24,415	$1.29M	0.08%
HSBC Holdings PLC	20,643	$1.11M	0.00%
Omers Administration Corp	20,000	$1.06M	0.01%
Martingale Asset Management L P	18,788	$994.5K	0.02%
Gsa Capital Partners LLP	15,767	$835.0K	0.07%
CWM Advisors, LLC	14,547	$770.0K	0.08%
Quest Partners LLC	12,446	$658.8K	0.14%
Aquatic Capital Management LLC	9,300	$492.0K	0.01%
Point72 Middle East FZE	8,140	$430.9K	0.03%
Engineers Gate Manager LP	7,932	$419.8K	0.01%
Advisor Resource Council	5,146	$272.4K	0.03%
Virtu Financial LLC	4,955	$262.0K	0.02%
ProShare Advisors LLC	4,901	$259.4K	0.00%
Bokf, NA	4,860	$257.2K	0.01%
Point72 Asset Management, L.P.	4,300	$227.6K	0.00%
Duality Advisers, LP	3,826	$202.5K	0.02%
Point72 Asia (Singapore) Pte. Ltd.	1,794	$95.0K	0.02%
Penserra Capital Management LLC	1,304	$69.0K	0.00%
Quantbot Technologies LP	586	$31.0K	0.00%
GAMMA Investing LLC	420	$21.7K	0.01%
LM Advisors LLC	0	$14.3K	0.00%
Promethos Capital, LLC	250	$13.2K	0.01%
Simplex Trading, LLC	118	$6.00K	0.00%
Northwestern Mutual Wealth Management Co	70	$3.71K	0.00%
Principal Securities, Inc.	21	$1.11K	0.00%
Farther Finance Advisors, LLC	8	$423	0.00%
Kennicott Capital Management LLC	669	–	–

Sold out (17)

Institutions that held Pathward Financial, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of CASH in Q4 2023
Institution	Shares, Q3 2023	Value, Q3 2023
Financial Insights, Inc.	0	$10.2M
Alta Fox Capital Management, LLC	185,303	$8.54M
Dark Forest Capital Management LP	32,439	$1.50M
Winton Group Ltd	28,820	$1.33M
ExodusPoint Capital Management, LP	18,977	$875.0K
Sigma Planning Corp	9,975	$459.8K
Walleye Capital LLC	6,475	$298.4K
Verition Fund Management LLC	6,436	$296.6K
Centiva Capital, LP	4,765	$219.6K
Nomura Holdings Inc	4,716	$217.4K
GPS Wealth Strategies Group, LLC	4,096	$188.8K
Counterpoint Mutual Funds LLC	1,839	$84.8K
Guardian Wealth Management, Inc.	228	$10.5K
Johnson Financial Group, Inc.	75	$3.46K
RFP Financial Group LLC	54	$2.49K
Parallel Advisors, LLC	8	$369
First PREMIER Bank	10	$0

Not filed for Q4 2023 yet (2)

Institutions that held Pathward Financial, Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CASH in Q3 2023 that haven't filed for Q4 2023
Institution	Shares, Q3 2023	Value, Q3 2023
Adirondack Retirement Specialists, Inc.	339,709	$15.7M
Virginia Retirement Systems Et Al	32,000	$1.47M